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Get Institutions for : 
First Trust New Opportunities Mlp & Energy Fund (FPL)  
$7.76 0.00 (0.00%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    5
Total shares held : 
 8,344,413  
% of shares held : 
 35.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 415,271  
% of shares held change : 
   1.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.09  
Last Quarter's Ending Price : 
 $6.88  
Last Quarter's Average Price : 
 $6.68  
Change from last quarter's     
avg. price to the last closing  : 
1.08 (16.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 600,262
 7.19%
 
Increased Positions :
13
 395,802
 4.74%
 
Unchanged Positions :
18
 2,110,903
 25.3%
 
Decreased Positions :
20
-437,809
-5.25%
 
Closed Positions :
4
-142,984
-1.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SABA CAPITAL MANAGEMENT, L.P. 66 - 2024-03-31 1,965,760 $15,058,000 0
   LLBH Private Wealth Management LLC 11 - 2024-03-31 1,182,865 $9,061,000 -500,847
   MORGAN STANLEY 3444 - 2024-03-31 1,080,316 $8,275,000 -14,646
   GOLDMAN SACHS GROUP INC/ 2311 - 2024-03-31 917,792 $7,030,000 591,305
   FIXED INCOME SECURITIES INC 260 - 2024-03-31 670,883 $5,139,000 -18,697
   COHEN & STEERS INC 195 - 2024-03-31 343,800 $2,634,000 15,000
   CoreCap Advisors LLC 170 - 2023-12-31 273,675 $1,883,000 9,260
   RIVERNORTH CAPITAL MANAGEMENT, INC. 157 - 2024-03-31 242,804 $1,860,000 0
   LPL FINANCIAL CORP 2833 - 2024-03-31 183,397 $1,405,000 -4,353
   Yakira Capital Management Inc. 64 - 2024-03-31 163,092 $1,249,000 151,388
   RAYMOND JAMES & ASSOCIATES 2461 - 2024-03-31 157,326 $1,205,000 -4,315
   Hunting Hill Global Capital LLC 29 - 2024-03-31 145,500 $1,115,000 0
   INVESCO LTD 2886 - 2024-03-31 132,350 $1,014,000 992
   ROYAL BANK OF CANADA 3005 - 2024-03-31 126,577 $970,000 80,790
   Quarry LP 65 - 2024-03-31 115,437 $884,000 94,077
   AMERIPRISE FINANCIAL INC 3173 - 2024-03-31 106,402 $815,000 -14,000
   SIT INVESTMENT ASSOCIATES INC 376 - 2024-03-31 100,308 $768,000 78,808
   Almitas Capital LLC 55 *New 2024-03-31 92,346 $707,000 92,346
   JANE STREET GROUP LLC 3713 - 2024-03-31 74,476 $570,000 51,855
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3369 - 2024-03-31 68,328 $523,000 24,942
   NATIONAL ASSET MANAGEMENT, INC. 850 - 2024-03-31 71,001 $444,000 -9,500
   Advisor Group Holdings Inc. 3094 - 2024-03-31 52,422 $402,000 -2,691
   Schechter Investment Advisors LLC 442 - 2024-03-31 48,964 $375,000 0
   Atomi Financial Group Inc. 486 - 2024-03-31 44,305 $339,000 -3,081
   OPPENHEIMER & CO INC 1153 - 2024-03-31 41,855 $321,000 28,339
   Flow State Investments L.P. 89 *New 2024-03-31 40,355 $309,000 40,355
   Sea Otter Advisors LLC 12 - 2024-03-31 40,118 $307,000 7,518
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2811 - 2024-03-31 39,920 $306,000 -42,640
   WELLS FARGO & CO/MN 3724 - 2024-03-31 37,054 $284,000 -1,327
   WOLVERINE ASSET MANAGEMENT LLC 504 - 2024-03-31 26,360 $202,000 -21,573
   BB&T CORP 2467 - 2024-03-31 24,500 $188,000 -1,400
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3029 - 2024-03-31 23,663 $181,000 2,148
   Capital Investment Advisors LLC 584 - 2024-03-31 23,045 $177,000 -1,187
   Retirement Planning Co of New England Inc. 212 - 2024-03-31 22,783 $175,000 -173
   UBS Group AG 4970 - 2024-03-31 15,269 $117,000 819
   COMMONWEALTH EQUITY SERVICES LLC. 3721 - 2024-03-31 14,757 $113,000 47
   Pine Valley Investments Ltd Liability Co 431 - 2024-03-31 14,176 $109,000 -184
   PINNACLE ASSOCIATES LTD 814 - 2024-03-31 14,121 $108,000 152
   Pinnacle Wealth Management Advisory Group LLC 338 - 2024-03-31 14,121 $108,000 152
   CSS LLC/IL 399 *New 2024-03-31 13,950 $107,000 13,950
   WEDBUSH MORGAN SECURITIES INC 1177 - 2024-03-31 13,300 $102,000 -4,300
   Merit Financial Group LLC 838 - 2024-03-31 12,982 $101,000 -144
   Grey Street Capital LLC 132 - 2023-12-31 13,729 $94,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2277 - 2024-03-31 11,850 $91,000 0
   Catalina Capital Group LLC 291 - 2024-03-31 11,769 $90,000 0
   NOTTINGHAM ADVISORS INC 132 - 2024-03-31 11,000 $84,000 0
   CAROLINAS WEALTH CONSULTING LLC 336 - 2024-03-31 8,298 $64,000 0
   Johnson Midwest Financial LLC 87 - 2023-09-30 7,200 $45,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 386 - 2024-03-31 4,954 $38,000 -1,495
   NBC SECURITIES INC. 1210 - 2024-03-31 4,911 $37,000 -107
   DHJJ Financial Advisors Ltd. 376 - 2024-03-31 2,350 $18,000 0
   Steward Partners Investment Advisory LLC 2542 - 2024-03-31 2,300 $18,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1570 - 2024-03-31 2,100 $16,000 0
   Cedar Mountain Advisors LLC 177 - 2024-03-31 1,689 $13,000 0
   HANSON MCCLAIN, INC. 2019 - 2024-03-31 1,590 $12,000 26
   Clear Perspectives Financial Planning LLC 141 - 2023-03-31 1,500 $9,000 0
   Hobbs Group Advisors LLC 389 - 2023-12-31 1,000 $7,000 0
   BANK OF AMERICA CORP /DE/ 5878 *New 2024-03-31 746 $6,000 746
   BAYSTATE WEALTH MANAGEMENT LLC 874 *New 2023-12-31 707 $5,000 707
   Goss Wealth Management LLC 3192 *New 2024-03-31 566 $4,000 566
   PRINCIPAL SECURITIES INC. 2760 - 2024-03-31 417 $3,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 500 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2904 - 2024-03-31 450 $3,000 0
   Global Retirement Partners LLC 2825 - 2024-03-31 120 $1,000 0
   CLOUGH CAPITAL PARTNERS L P 128 *Closed 2024-03-31 0 $0 -55,356
   Private Advisor Group LLC 2302 *Closed 2024-03-31 0 $0 -73,709
   STIFEL FINANCIAL CORP 3401 *Closed 2024-03-31 0 $0 -10,078
   PROEQUITIES INC. 6115 - 2024-03-31 0 $0 0
   KAYNE ANDERSON CAPITAL ADVISORS LP 90 *Closed 2024-03-31 0 $0 -53,700
  69 Records found
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